Overview
Assets Under Management: $226 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 56
Average Client Assets: $2.1 million
Frequently Asked Questions
LEE FINANCIAL GROUP HAWAII, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104781), LEE FINANCIAL GROUP HAWAII, INC. is subject to fiduciary duty under federal law.
LEE FINANCIAL GROUP HAWAII, INC. is headquartered in HONOLULU, HI.
LEE FINANCIAL GROUP HAWAII, INC. serves 56 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, LEE FINANCIAL GROUP HAWAII, INC. offers portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
LEE FINANCIAL GROUP HAWAII, INC. manages $226 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, LEE FINANCIAL GROUP HAWAII, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.05%
Average Client Assets: $2.1 million
Total Client Accounts: 1,247
Discretionary Accounts: 1,247
Regulatory Filings
CRD Number: 104781
Filing ID: 1820214
Last Filing Date: 2024-03-18 18:39:00